VWM
WSR

Venturi Wealth Management’s Whitestone REIT WSR Stock Holding History

Venturi Wealth Management’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-652
Closed -$9.24K – 1859
2024
Q4 		$9.24K Hold
652
– – ﹤0.01% 1451
2024
Q3 		$8.82K Buy
+652
New +$8.75K ﹤0.01% 1225

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Venturi Wealth Management's WSR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Whitestone REIT (WSR) in Q1 2025, closing a stake of 652 shares — an estimated $9.24K sold.

Venturi Wealth Management first reported a position in WSR in Q3 2024 and held it in 2 quarters. The position peaked at $9.24K in Q4 2024. 202 funds tracked by Wall St. Rank hold WSR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Whitestone REIT position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 652 Whitestone REIT shares in Q1 2025, an estimated $9.24K.
  • Venturi Wealth Management first reported a position in Whitestone REIT in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Whitestone REIT position peaked at $9.24K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.